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gigafibre-fsm/docs/STATUS_2026-04-19.md
louispaulb 41d9b5f316 feat: flow editor, Gemini QR scanner with offline queue, dispatch planning v2 
Major additions accumulated over 9 days — single commit per request.

Flow editor (new):
- Generic visual editor for step trees, usable by project wizard + agent flows
- PROJECT_KINDS / AGENT_KINDS catalogs decouple UI from domain
- Drag-and-drop reorder via vuedraggable with scope isolation per peer group
- Chain-aware depends_on rewrite on reorder (sequential only — DAGs preserved)
- Variable picker with per-applies_to catalog (Customer / Quotation /
  Service Contract / Issue / Subscription), insert + copy-clipboard modes
- trigger_condition helper with domain-specific JSONLogic examples
- Global FlowEditorDialog mounted once in MainLayout, Odoo inline pattern
- Server: targo-hub flow-runtime.js, flow-api.js, flow-templates.js
- ERPNext: Flow Template/Run doctypes, scheduler, 5 seeded system templates
- depends_on chips resolve to step labels instead of opaque "s4" ids

QR/OCR scanner (field app):
- Camera capture → Gemini Vision via targo-hub with 8s timeout
- IndexedDB offline queue retries photos when signal returns
- Watcher merges late-arriving scan results into the live UI

Dispatch:
- Planning mode (draft → publish) with offer pool for unassigned jobs
- Shared presets, recurrence selector, suggested-slots dialog
- PublishScheduleModal, unassign confirmation

Ops app:
- ClientDetailPage composables extraction (useClientData, useDeviceStatus,
  useWifiDiagnostic, useModemDiagnostic)
- Project wizard: shared detail sections, wizard catalog/publish composables
- Address pricing composable + pricing-mock data
- Settings redesign hosting flow templates

Targo-hub:
- Contract acceptance (JWT residential + DocuSeal commercial tracks)
- Referral system
- Modem-bridge diagnostic normalizer
- Device extractors consolidated

Migration scripts:
- Invoice/quote print format setup, Jinja rendering
- Additional import + fix scripts (reversals, dates, customers, payments)

Docs:
- Consolidated: old scattered MDs → HANDOFF, ARCHITECTURE, DATA_AND_FLOWS,
  FLOW_EDITOR_ARCHITECTURE, BILLING_AND_PAYMENTS, CPE_MANAGEMENT,
  APP_DESIGN_GUIDELINES
- Archived legacy wizard PHP for reference
- STATUS snapshots for 2026-04-18/19

Cleanup:
- Removed ~40 generated PDFs/HTMLs (invoice_preview*, rendered_jinja*)
- .gitignore now covers invoice preview output + nested .DS_Store

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 10:44:17 -04:00

4.3 KiB
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Status — 2026-04-19 (wizard legacy-alignment refinement)

Follow-up to STATUS_2026-04-18b.md. Small session: reviewed the legacy wizard (facturation.targo.ca/.../client_wizard), realized the initial preset model fought the real workflow, refactored.

What changed this session

Wizard presets — now additive, not replacing

The first pass of RESIDENTIAL_PRESETS replaced the cart. That conflicts with how the shop actually sells: a typical residential deal is Installation Internet + Installation Téléphonie + Installation Télé + Ajout WiFi — four presses that stack.

Legacy audit (docs/legacy-wizard/account_wizard.php) confirmed the model: the PHP wizard has no "presets" at all — it has 4 independent sections with checkboxes. Adding Internet adds lines; adding Phone adds more lines; the combo rebate (legacy RAB2X/RAB3X/RAB4X, IDs 556/557/558) is computed automatically from the count of distinct combo-eligible service types.

Our presets are now building blocks:

  • preset_internet_install — service_type internet, combo_eligible
  • preset_phone_install — service_type phone, combo_eligible
  • preset_tv_install — service_type tv, combo_eligible
  • preset_wifi_addon — service_type addon, NOT combo_eligible (ajout seul)

Each press appends its items. Item codes are deduped so double-clicking a preset is idempotent (no accidental doubles).

Auto combo rebate

recomputeComboRebate() in apps/ops/src/composables/useWizardCatalog.js:

  • Counts distinct service_types across recurring + combo_eligible items.
  • 2 services → Rabais combo 2 services (-5$/mois)
  • 3 services → Rabais combo 3 services (-10$/mois)
  • 4+ services → Rabais combo 4 services (-15$/mois)
  • Under 2 → removes the rebate line automatically.

Tune amounts in apps/ops/src/data/wizard-constants.js → COMBO_REBATES.

Driven by watch(orderItems, recomputeComboRebate, { deep: true }). The function is idempotent — compares rate, item_name, contract_months against the existing rebate line before mutating, so the deep watch can't spiral into an infinite loop.

Ad-hoc items still work

Per the "one simple way + ad-hoc onetime" directive: presets get the common composition in one click, but the catalog picker + "+ Ajouter un item" row are unchanged, so an agent can still add a router, an install fee, or any catalog item on top.

Files touched this session

apps/ops/src/data/wizard-constants.js                 presets reshaped + COMBO_REBATES
apps/ops/src/composables/useWizardCatalog.js          applyPreset additive + recomputeComboRebate
docs/legacy-wizard/                                   legacy PHP wizard copy for reference
docs/STATUS_2026-04-19.md                             this file
memory/project_contract_acceptance.md                 Wizard integration section

Deployed

Ops app rebuilt and deployed 2026-04-19 ~08:25 EDT. Live bundle: index.9ca1cb6e.js. Hard-reload to pick up.

Verification checklist (please run when you're back)

  1. Open a customer → Soumissions → "+ Nouvelle soumission".
  2. Press Installation Internet → 1 line Internet 500 + 1 line frais (0$, regular 75$).
  3. Press Installation Téléphonie → appends tel line. Rabais combo 2 services (-5$/mois) should appear automatically.
  4. Press Installation Télé → appends IPTV line. Rebate upgrades to 3 services (-10$/mois).
  5. Press Ajout WiFi → router line appended but rebate stays at 3 services (WiFi is not combo_eligible).
  6. Remove Télé → rebate downgrades to 2 services (-5$).
  7. Publish with JWT acceptance → Quotation created + Service Contract created + SMS sent.

If the rebate gets "stuck" or duplicates appear, screenshot the cart and send — the idempotency check may need tightening.

Known follow-ups (deliberately deferred)

  • Rebate amounts are hard-coded in COMBO_REBATES. Should eventually read from legacy item IDs 556/557/558 (or their ERPNext equivalents once migrated).
  • combo_eligible is currently a preset-level flag. If ad-hoc catalog items should participate in combo counting, the catalog model needs a combo_ready column (legacy has one).
  • Commercial flow still piggybacks on acceptance-method toggle. A proper contract_type toggle in the wizard would decouple the two.